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UBS Nabs $1.8B Wells Fargo Private Bank Team

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What You Need to Know

  • The three-woman team has joined UBS in the South Florida market.
  • The news comes after UBS said in March that it added long-time Wells Fargo team Dawson Wealth in San Diego.
  • Doris Neyra has been working with ultra-high-net-worth clients for more than two decades.

UBS Private Wealth Management has picked up a team managing over $1.8 billion in assets from rival Wells Fargo, UBS said Tuesday.

The three-person team joins UBS in the South Florida market and is led by financial advisors Doris Neyra and Melissa Van Putten-Henderson. The team also includes Gina Jamurath, relationship manager.

Based in UBS’ Miami office, the team will report to Karl Ruppert, South Florida complex director at UBS Private Wealth Management.

UBS said in March that it added another longtime Wells Fargo team: Dawson Wealth Management Group in San Diego, who broke away from Wells Fargo after about 20 years to join UBS Wealth Management USA.

Wells Fargo declined to comment on Tuesday about losing the Florida team.

Neyra has been working with ultra-high-net-worth clients for more than two decades, according to UBS. She holds the certified financial planner designation and has Series 7, 66, variable annuities and life and health licenses.

Before joining UBS, Neyra was a managing director and wealth advisor at Wells Fargo Private Bank in Miami, which she joined in 2006, according to her report on the Financial Industry Regulatory Authority’s BrokerCheck website. Before that, she worked at Northern Trust and Merrill Lynch.

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Van Putten-Henderson has worked in the financial services industry for over 20 years. Before joining UBS, she was a managing director and senior investment strategist at Wells Fargo Private Bank in Miami, where she specialized in creating tax-efficient custom portfolios to meet clients’ needs and objectives, according to UBS. She joined Wells Fargo in 2012, according to BrokerCheck.

Prior to Wells Fargo, Van Putten-Henderson worked at U.S. Trust as a senior portfolio manager. She holds the chartered financial analyst and chartered alternative analyst designations.

Jamurath was a wealth advisor associate at Wells Fargo Private Bank in Miami since 2017, according to BrokerCheck.

“It’s important that our advisors reflect the clients and communities they serve,” Ruppert said in a statement. “We know the team will bring to bear the full breadth of UBS’s global offering to clients, understanding their complex needs and helping them to achieve their goals.”

Pictured left to right: Doris Neyra, Melissa Van Putten-Henderson and Gina Jamurath 

(Photo: Business Wire)